- [Instructor] If you are using Salesforce regularly…you will be regularly completing tasks.…So let's review how to complete a task…and to also set up a follow up task.…So I'm on my home page now…and I can navigate to all of my tasks…by clicking View All here.…And you'll see, I have an overview task right here…that was due yesterday…that has a little red highlight on it.…So you'll see if I just click here…it shows up on the right with the details.…Now, to complete this task, it's super easy.…All I need to do is click the check marks here.…

And that crosses it out.…And you'll see right here, the status has been…changed to completed.…Now if I want to add any notes here…I can…go down here, and I can write some notes…if I want to.…But if I hit Refresh here…you'll see that no longer comes up on my tasks.…Now, if I wanted to create a follow up on a task…I would simply click into the task.…And right here on the right…there's Create Follow Up.…This is a little bit different if you've used…Salesforce Classic in the past.…

It used to automatically ask you to…

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Released

10/31/2017

Salespeople are responsible for knowing their customers inside and out. This means staying on top of contacts, as well as revenue numbers, product releases, and related news. Salesforce is the leading CRM for managing this data throughout the sales cycle. With the new Lightning platform, which saves reps time and maximizes sales productivity, there's no better time to get started using it. Watch this introductory course to explore Salesforce for managing sales clients and leads, as well as the many tasks associated with closing deals.

Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.